Fri, 18 October 2013
Chad Burton, CFP®, discusses Roth conversions and the two different five-year Roth IRA rules. Chad also discusses beneficiary mistakes on IRAs and estate planning for a second marriage and answers your money related questions regarding:
Email your money question to firstname.lastname@example.org, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-1011-130032k.mp3
Category:Investments -- posted at: 9:18am PDT